See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,447 | $133,922-70.5% | $116,228-66.1% | $142,382-72.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.66% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,584 | $3,446-54.0% | $2,994-47.1% | $4,299-63.1% |
| Participant deferral / active EE | $8,011 | $5,672+41.2% | $4,953+61.7% | $6,507+23.1% |
| Admin fee / account holder | $1,374 | $14,945-90.8% | $11,989-88.5% | $12,624-89.1% |